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Total: 21 results found.

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1. How To Lose A Client
(Matching tags: client communication,client service,women investors,client satisfaction,marketing,client communications)
I just got a new client. She recently lost her husband Bob and had been trying to piece her life back together. One of the items on her list was to familiarize herself with their investments and do some ...
Tuesday, October 24, 2017
2. What's So Great About Being An Advisor?
(Matching tags: business ethics,fiduciary standard,financial aid,client service,client referrals,Advisor businesses,client feedback,financial advisor,feedback,client loyalty,client satisfaction,fiduciaries)
  I was recently asked what was the best part of being a financial advisor. I said it was seeing my clients achieving their goals.  ...
Sunday, September 27, 2015
3. If You Text With An Android Smartphone All Day, Here's A Productivity Tip
(Matching tags: client emails,content marketing,client service,android,phones,client communications,Tablets)
If you send SMS text messages with an Android smartphone all day, here’s a productivity tip: It’s faster and easier to text right from your laptop, tablet, or desktop.   You can find ...
Thursday, October 30, 2014
4. Andrew Putterman, “Mr. Inside” In Colossal Wealth Management Firms, Comes Forward At An A4A Webinar With An Operational And Strategic Business Proposition To RIAs
(Matching tags: client service,productizing,leadership,profitability,practice management,productivity,advisor industry people)
... firm between 1997 and 2007 with $8.5 billion AUM, a firm where the average client’s AUM was a mind-boggling $45 million.   Along the way, Putterman craftily streamlined the way RIAs advise ...
Tuesday, July 29, 2014
5. Segmenting Clients
(Matching tags: client communication,client communications,client service,communication,differentiation,marketing,niche,target marketing)
Do you segment your clients? On one hand, I believe that all clients deserve our very best. After all, we are entrusted with their life savings. Yet, on the other hand, how can we help but notice differences ...
Sunday, May 11, 2014
6. How Advisors And Staff Can Save Oodles Of Time By Creating Template Emails Instead Of Writing The Same Email Messages Over And Over Again (Three-Minute Video)
(Matching tags: Microsoft Outlook,client service,client retention,technology,advisor technology,marketing,client communications,productivity)
If you send the same emails over and over again to clients, vendors, and colleagues, here's a way to save tons of time by creating template emails.  ...
Sunday, October 06, 2013
7. Outsource, Yet Remain In Control
(Matching tags: outsourcing,portfolio management,client service,investment management,time management,Advisor businesses,advisor technology,practice management)
Outsourcing is at the forefront of advisors’ consideration, as markets become more volatile, client demands increase and compliance concerns grow. However, the term “outsourcing” can ...
Monday, August 05, 2013
8. Serving The Rich
(Matching tags: client service,profession,honesty,investment fiduciaries)
For the most part, we advisors serve the wealthy. It is our job to help them grow their wealth, reach their goals and protect their financial health. I often half jokingly say that my job is to help the ...
Saturday, July 20, 2013
9. Why Advisors Need To Manage Tax Efficiently
(Matching tags: client service,client referrals,client retention,new tax rules,Taxes,Tax-efficient investing,tax efficient investing,client education,client loyalty,client satisfaction,advisor technology,client communications)
... 69% say clients are asking more tax-related questions.                 81% say they take tax management into consideration when ...
Tuesday, May 28, 2013
10. Dear Advisors4Advisors: Is It Okay To Charge A New Client While His Assets Are Being Transferred?
(Matching tags: client service,investment management,integrity,managing,practice management)
  A member of Advisors4Advisors yesterday wrote in with a question about whether there is an industry standard on whether to charge a new client while his assets are being transferred. While there ...
Thursday, January 03, 2013
How many of your clients’ children have their own smartphones? How much do your clients know about the information the apps on those phones collect about their children?   A report just ...
Wednesday, December 12, 2012
12. For Better Performance, Move On From So-Called Best Practices To Even Better Practices
(Matching tags: client service,benchmarking,target date funds,financial advisor,investment advisors,portfolio construction)
 “Best practices that are not common practices are merely someone’s unpopular opinion.” So says Nevin Adams, former editor of PlanSponsor magazine.  
Wednesday, November 28, 2012
13. Five Myths About Generation Y
(Matching tags: Advisor businesses,client acquisition,client service,investor behavior,marketing,new investors)
A number of recent articles claim to provide insight on Generation Y.  Yet, many of the assumptions are slanted at best and may actually be completely untrue.  Advisors can be successful in attracting ...
Sunday, September 30, 2012
The 2005 Merrill Lynch Capgemini World Wealth Report stated that investors with as little as $25 million usually have about three advisors on average. It further said that having as few as three advisors ...
Monday, September 17, 2012
15. Advisors Were Among The Heroes Of 9/11. What Has This Industry Come To Mean To You Since That Day?
(Matching tags: client service,client referrals,Advisor businesses)
There was no public official on hand to speak at the 9/11 memorial ceremony this morning. Only family members who read the names of their loved ones who died on this day 11 years ago.   You probably ...
Tuesday, September 11, 2012
A Pew Research Center survey found that most people think the wealthy are smarter and work harder than average people. This doesn’t mean that they are well liked.   In fact, most people ...
Tuesday, August 28, 2012
If you have entrepreneurial clients, then it’s also likely that you are working with them on succession plans for their businesses. Many want to transition control of their businesses to a child ...
Wednesday, August 15, 2012
18. Treating Your Staff Right Will Improve Customer Service
(Matching tags: client loyalty,client satisfaction,client service,managing)
If you want to raise your level of customer service, look inward before you look outward.
Thursday, August 09, 2012
19. A Clever Innocence: Rob O’Dell’s Mind Map Ideas Present A New Practice Management Paradigm For Practicing Ethically
(Matching tags: client communications,client service,document management system,honesty,mind maps,practice management)
... that’s uncontrived and compelling at once. He espouses total transparency with clients via mind maps. He shares literally all of his RIA’s work product with clients through mind maps as a way ...
Thursday, August 02, 2012
Scientific evidence is indicating that everyone suffers from impaired cognitive ability as they age, not just those suffering from Alzheimer’s or a stroke. It is natural and inevitable and does not ...
Monday, July 30, 2012
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